Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Mary White

Holts Summit,MO

Summary

Ambitious business professional and student with 7 years of experience in business operations. Meticulous and detail-oriented with excellent observational, organizational and communication skills. Experience across business communication channels including social media, email blasts, digital and public relations. Quick-learner with positive attitude ready to make immediate impact.

Overview

12
12
years of professional experience

Work History

Tax Preparer

Jackson Hewitt
Jefferson City , MO
12.2020 - Current
  • Offer clients recommendations to reduce tax liabilities.
  • Facilitate communication between clients and tax authorities.
  • Interview clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Provide information about available products and services to clients, resulting in increased business opportunities.
  • Consult with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Complete and file returns with tax departments at local, state and federal levels.
  • Review available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Save client money by uncovering credits they qualify for.
  • Interview clients to collect information and gather necessary paperwork prior to preparing tax returns.

Licensed Insurance Agent

Midwest Benefits
Jefferson City , MO
05.2020 - Current
  • Work to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Enhance insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
  • Schedule fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Determine financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Obtained underwriting approval by completing application for coverage.
  • Determine client needs and financial situations by listening and scheduling fact-finding appointments.
  • Utilize direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
  • Cultivate new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Approach potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Respond to customer calls swiftly to resolve issues and answer questions.
  • Build relationships with clients through active listening to provide excellent service.
  • Spend ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Maintain high standards of customer service by building relationships with clients.
  • Upsell additional products and services after identifying customer needs and requirements.
  • Display consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

Director of Operations

After You Cleaning Service
Holts Summit , MO
10.2016 - Current
  • Support cleaning crew to maximize quality and work efficiency.
  • Produce reports to evaluate performance, adjust strategies and maintain agile, sustainable operations.
  • Boost team productivity and efficiency through streamlining of daily tasks.
  • Complete accurate material and labor estimates for jobs.
  • Devise new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.
  • Organize and optimize daily operations of cleaning crew with consistent on-time delivery.
  • Modernize and improve operational procedures to increase efficiency and profitability while tightly controlling costs such as labor and preventing waste.
  • Delegate assignments based on project needs and knowledge of individual team members.
  • Achieved substantial growth by using market expertise and business knowledge to make proactive decisions.
  • Create an annual budget and develop a comprehensive plan to accomplish company objectives while staying within budget.

Casino Table Games Supervisor

Ise Of Capri Casino
Boonville , MO
07.2015 - 05.2016
  • Watched closely to catch errors and notified surveillance of irregularities.
  • Trained employees in procedures, compliance standards and strategies for accomplishing objectives.
  • Interacted with guests to promote positive atmosphere by greeting with friendly tone and wishing good luck.
  • Oversaw area games to maintain security and compliance.
  • Monitored chips purchases, table inventories and player win ratios.
  • Boosted customer loyalty by offering consistent gaming standards and closely controlling dealers.
  • Watched gamblers on floor to isolate cheaters by identifying behaviors such as counting or marking cards.
  • Eliminated customer service issues by quickly resolving disputes and correcting problems.
  • Enforced safety rules and reported or remove safety hazards as well as underage, intoxicated or disruptive guests.
  • Efficiently managed accurate money transfers and protected transactions with standardized procedures.
  • Minimized losses by setting and enforcing bank levels and table limits by game type.
  • Monitored game operations to enforce house rules as well as tribal, state and federal regulations.
  • Enhanced control systems and monitoring procedures to maintain game compliance with Missouri Gaming Commission standards.
  • Delivered exceptional level of service to each customer by listening to concerns and answering questions.
  • Prepared a variety of different written communications, reports and documents to ensure smooth operations.
  • Exceeded goals through effective task prioritization and great work ethic.

Purchasing Manager/Controller

One Of A Kind
Paragould , AR
02.2013 - 07.2015
  • Oversaw $3000 budget and all purchasing needs for our resale store.
  • Implemented policies to reduce cost and eliminate waste.
  • Decreased material expenses by managing tracking and supply.
  • Worked with clients to resolve claim issues quickly and efficiently.
  • Sourced vendors, built relationships and negotiated prices.
  • Maximized operational effectiveness across territory.
  • Purchased new products and oversaw inventory stocking and availability.
  • Organized receipts, purchases and documentation of finished goods, packaging, materials and ingredients.
  • Adjusted procedures as needed to maximize effectiveness.
  • Solved diverse supply chain problems involving numerous sources, logistics and scheduling factors.
  • Generated weekly, monthly, quarterly and yearly reports on purchasing operations.
  • Progressed through various purchasing, warehousing and leadership roles.
  • Coordinated paperwork, updated spreadsheets and maintained permanent records.
  • Established clear lines of communication between business and clients.

Education

Bachelor of Science - Accounting And Business Management

Columbia College
Columbia, MO
05.2021

Associate of Science - Business Administration

Columbia College
Columbia, MO
05.2020

Skills

  • QuickBooks
  • Microsoft Office
  • Relationship building
  • Interpersonal strengths
  • Efficient nature
  • Time management
  • Team Work
  • Computer Competence
  • Multitasking
  • Strong communication skills
  • Excellent work ethic
  • Analytical skills
  • Critical Thinking
  • Can work under pressure

Additional Information

My goal is to complete several internships and valuable experience in the different fields of accounting. After graduating in the spring of 2022 with a bachelors, I want to work in pubic accounting and continue my studies with the end goal of obtaining my CPA.

Timeline

Tax Preparer

Jackson Hewitt
12.2020 - Current

Licensed Insurance Agent

Midwest Benefits
05.2020 - Current

Director of Operations

After You Cleaning Service
10.2016 - Current

Casino Table Games Supervisor

Ise Of Capri Casino
07.2015 - 05.2016

Purchasing Manager/Controller

One Of A Kind
02.2013 - 07.2015

Bachelor of Science - Accounting And Business Management

Columbia College

Associate of Science - Business Administration

Columbia College
Mary White